Civic Intelligence

Lake Windward Elementary School PTO Inc.

990EZ • Fiscal year 2024 • EIN 82-4826447

Jun 01, 2023 to May 31, 2024 • Filed on Oct 12, 2024

Organization ProfileN/A
11770 East Fox CTAlpharetta, GA 30005

(404) 229-0615

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-5.4%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

-5.0%

Faster revenue growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$51,567

Down $2,941 (-5.4%) from 2023

Net Assets

Up

$50,848

Up $11,112 (+28%) from 2023

Liabilities

Down

$719

Down $14,053 (-95%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin70th percentile

Revenue

Down

$69,354

Down $3,650 (-5.0%) from 2023

Expenses

Down

$58,242

Down $10,783 (-16%) from 2023

Net Income

Up

$11,112

Up $7,133 (+179%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2018: $40,161Liabilities 2018: $02018Assets 2019: $49,091Net Assets 2019: $49,0912019Assets 2020: $35,959Net Assets 2020: $35,9592020Assets 2021: $24,378Net Assets 2021: $24,3782021Assets 2022: $38,696Liabilities 2022: $2,939Net Assets 2022: $35,7572022Assets 2023: $54,508Liabilities 2023: $14,772Net Assets 2023: $39,7362023Assets 2024: $51,567Liabilities 2024: $719Net Assets 2024: $50,8482024Assets 2025: $62,102Net Assets 2025: $62,1022025

Highlighted filing

2024

Assets$51,567
Liabilities$719
Net Assets$50,848
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $0Expenses 2018: $55Net Income 2018: -$552018Revenue 2019: $118,078Expenses 2019: $109,148Net Income 2019: $8,9302019Revenue 2020: $78,357Expenses 2020: $91,489Net Income 2020: -$13,1322020Revenue 2021: $14,536Expenses 2021: $26,117Net Income 2021: -$11,5812021Revenue 2022: $40,787Expenses 2022: $29,408Net Income 2022: $11,3792022Revenue 2023: $73,004Expenses 2023: $69,025Net Income 2023: $3,9792023Revenue 2024: $69,354Expenses 2024: $58,242Net Income 2024: $11,1122024Revenue 2025: $73,759Expenses 2025: $62,505Net Income 2025: $11,2542025

Highlighted filing

2024

Revenue$69,354
Expenses$58,242
Net Income$11,112
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 12, 2024
Return Version
2023v5.1
Gross Receipts
$125,469
Mission and Program Overview

Mission

Contributing and assisting the students and Teachers at Lake Windward Elementary School

Program Services

DescriptionGrantsExpenses
Teacher, Student and Family supportat Lake Windward Elementary school$0$80,043
School support and teacher supplementsat Lake Windward Elementary school$0$23,842
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lindsay LunsfordPresident-$0--
Anita BrinsonTreasurer-$0--
Marta TorradoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lake Windward Elementary School PTO
EIN
82-4826447
Phone
4042290615
Address
11770 East Fox CT, Alpharetta, GA 30005

Signing Officer

Name
Anita Brinson
Title
Treasurer
Phone
4042290615
Signed
2024-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Caulfield CPA
Address
5620 TENBURY WAY, Johns Creek, GA 30022
Preparer
Thomas P Caulfield
Phone
8457508650
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Part 1 - Line 8 - Total revenue from student and family engagement 26740.”

Form 990EZ, Part I, Line 16

“Part 1 line 16 - Total expenses relating to PTO authorized expeditures 52797.”

Form 990EZ, Part II, Line 24

“Other receivables 0.”

Form 990EZ, Part II, Line 26

“Accrued expenses 14772. 719.”

Raw XML Appendix163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Alpharetta
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lindsay Lunsford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anita Brinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marta Torrado
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherExpensesTotalAmt052797
IRS990EZ/OtherRevenueTotalAmt026740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Contributing and assisting the students and Teachers at Lake Windward Elementary School
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School support and teacher supplementsat Lake Windward Elementary school
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123842
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt056115
IRS990EZ/SpecialEventsNetIncomeLossAmt031453
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014772
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0719
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058242
IRS990EZ/TotalProgramServiceExpensesAmt0103885
IRS990EZ/TotalRevenueAmt069354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03461
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322267
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 - Line 8 - Total revenue from student and family engagement 26740.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Part 1 line 16 - Total expenses relating to PTO authorized expeditures 52797.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other receivables 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accrued expenses 14772. 719.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anita Brinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042290615
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Windward Elementary School PTO
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0824826447
ReturnHeader/Filer/PhoneNum04042290615
ReturnHeader/Filer/USAddress/AddressLine1Txt011770 East Fox CT
ReturnHeader/Filer/USAddress/CityNm0Alpharetta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814622013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS CAULFIELD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05620 TENBURY WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Johns Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum08457508650
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Caulfield
ReturnHeader/ReturnTs02024-10-15T01:48:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,567
Liabilities
$719
Net assets
$50,848
Revenue
$69,354
Expenses
$58,242
Net income
$11,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.74$0.63$0.11
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.69$0.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.15$0.40$0.73$0.69$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.36$0.41$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.15$0.26$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.78$0.91$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.18$1.09$0.09
2018Summary only. Only limited summary data is available for this year.$0.40$0.00$0.00$0.00$0.00